Unclaimed
Randy Farina is a Registered Representative, Investment Adviser Representative, and Chartered Financial Analyst currently registered with Exencial Wealth Advisors. Randy has been in the industry since 1995 and is licensed in Connecticut, Massachusetts, North Carolina, Oklahoma, and Texas. He has previously been registered with Investors Capital Corp. and holds both Series 7 and Series 63 licenses. He has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management services. Randy is committed to providing customized financial guidance to clients, including individuals, families, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing arrangement
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2
NC
10/12/2020 - Present
Exencial Wealth Advisors (Huntersville NC)
MA
05/12/1995 - 04/16/1997
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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